Convert your Mercury Statements to CSV
Stop wasting hours on manual data entry. Our AI-powered tool converts Mercury PDF statements into clean, audit-ready CSV files instantly.
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Bank-level 256-bit encryption. Files are deleted immediately after processing.
How to export Mercury transactions to CSV
Follow these simple steps to get your Mercury data ready for accounting or analysis.
1. Download PDF from Mercury
Log in to your Mercury online banking portal. Navigate to your statements or transaction history and download the desired period as a PDF document.
2. Upload to Docneat
Drag and drop your Mercury PDF into the secure conversion box at the top of this page. Our AI immediately begins identifying headers and transaction rows.
3. Download as CSV or Excel
Review the preview of your data. Once satisfied, click export. Your file will be perfectly formatted for immediate import into QuickBooks, Xero, or Excel.
How to download Mercury transactions as CSV directly
Mercury makes it easy to export transactions as a CSV file directly from your dashboard.
- 1Log in to mercury.com
- 2Go to Accounts and select your account
- 3Click Export Transactions
- 4Select CSV format
- 5Choose your date range and click Export
When the native export isn't enough: Mercury's native CSV export is excellent for most use cases. For older Mercury PDF statements needed for investor reporting or tax purposes, DocNeat converts them with virtual card labels and category metadata preserved.
Convert your Mercury PDF with DocNeatMercury statement format
Mercury bank PDF statements use a clean three-column layout: Date, Description, and Amount, with a Balance column. Mercury is a digital bank built for startups and tech companies. Statements are generated from the Mercury dashboard and include transaction category tags.
Data extracted from Mercury statements
Technical Specifications: Mercury
| Document Source | Standard Mercury Bank PDF |
| Processing Engine | DocNeat Financial OCR (v2.1) |
| Encryption Level | 256-bit AES (SSL Secured) |
| Target Compatibility | QuickBooks, Xero, Sage, Excel — date format MM/DD/YYYY matches US regional settings. |
How DocNeat handles Mercury PDF quirks
Mercury statements include transaction category tags in the description field. DocNeat preserves these for expense tracking.
Mercury virtual card transactions include the card name in the description. DocNeat preserves the full description string.
Mercury statements downloaded from the dashboard use a consistent PDF format regardless of account type.
Mercury treasury account statements follow the same format as checking account statements.
Why use an AI converter for Mercury?
Mercury is purpose-built for startups and includes transaction categories and virtual card labels that generic converters strip out. DocNeat preserves Mercury's category and card metadata, making the CSV immediately useful for startup expense tracking and investor reporting without additional cleanup.